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Wellspring Financial Advisors’s HCA Healthcare HCA Stock Holding History

Wellspring Financial Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-802
Closed -$380K – 297
2026
Q1 		$380K Buy
802
+9
+1% +$4.53K 0.03% 191
2025
Q4 		$370K Buy
+793
New +$368K 0.03% 169

Other funds holding HCA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Wellspring Financial Advisors's HCA Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of HCA Healthcare (HCA) in Q2 2026, closing a stake of 802 shares — an estimated $380K sold.

Wellspring Financial Advisors first reported a position in HCA in Q4 2025 and held it in 2 quarters. The position peaked at $380K in Q1 2026. 343 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining HCA Healthcare position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 802 HCA Healthcare shares in Q2 2026, an estimated $380K.
  • Wellspring Financial Advisors first reported a position in HCA Healthcare in Q4 2025 and held it in 2 quarters.
  • Wellspring Financial Advisors's HCA Healthcare position peaked at $380K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.